Your accountant does a great job with your books, but when it comes to taxes, you need a specialist to maximise your retained wealth.
With over 20 years of tax and accounting expertise, I’m here to help you keep more of your money where it belongs; in your pocket.
Many individuals and business owners are unaware of the tax reliefs and exemptions they’re entitled to. Navigating complex tax laws can be overwhelming, and without specialised knowledge, you might be leaving money on the table.
At Box Clever Tax, we specialise in uncovering hidden opportunities to save you money while ensuring full compliance.
I started this business in late 2019. The tax exams, especially the final exams, are very tough but I managed to get through first time round back in 2010. From 2010 to 2019, having previously worked in accounting firms such as Deloitte, Mazars and BVP Investments, I focused on the area of sales as I knew I wanted my own tax consultancy some day.
During Covid, primarily through hard study and joining the Lucan B2B Network and Midwest Mentoring, I was able to build relationships with a group of 20 accountants and brokers which are the foundation of my business.
I live in Islandbridge with my partner Grainne. I have two kids, Jake and Evie, and I’d love to think that someday they’d follow me into the business with me as Jake is way smarter than his Dad and Evie could buy and sell anyone!
I am a long suffering Everton fan but my true sporting passion are the San Francisco 49ers. My eyes are set on the finance industry, financial history is a passion of mine and I’ve just started releasing a set of videos on financial history and I’ve started working on the book that will be based on those videos.
At Box Clever Tax, I understand that every client's needs are unique, so my approach is flexible and tailored to you.
I often connect with clients through introductions from my network or professional groups. If you have a quick question, I'm happy to provide an immediate answer. For more complex matters, we can schedule a comprehensive consultation, typically 75 to 90 minutes, to thoroughly explore your tax concerns and objectives.
Whether you need a detailed tax plan, identification of key tax reliefs, or assistance with a specific transaction, I'm here to help. About half of my clients engage me for in-depth services following our initial discussion. My aim is to provide the exact level of support you require, when you need it.
My goal is to make the tax process as straightforward and beneficial as possible for you. By adapting to your specific situation, I ensure you receive clear, practical advice that aligns with your financial goals.
Most people don't arrive saying "I need Entrepreneurial Relief advice." They come because something doesn't feel right, or because life has handed them a situation that needs sorting.
Find the one that matches your situation — or get in touch and we'll figure it out together.
Most people don't sit down thinking "I need tax planning." They just know the numbers never seem to work in their favour. This is about stepping back and asking: is this the best position I could be in?
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Not every tax issue needs a long engagement. You might simply need a return prepared and filed properly.
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Selling a property, shares or another asset often comes with a tax bill — but the size can vary widely.
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Tax overlaps with pensions, property, family planning, business and overseas issues. No single advisor covers everything.
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Sense-check an issue, get technical input, or have someone to talk through a client situation.
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Succession is rarely urgent — until suddenly it is. Early planning creates options.
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International tax issues often arise quietly — a pension abroad, a rental property overseas, a period living outside Ireland.
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Sense-check an issue, get technical input, or have someone to talk through a client situation.
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Holding companies and key sections can have long-term implications for you and the business.
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Most people don’t sit down thinking I need tax planning. They just know the numbers never seem to work in their favour.
This scenario is about stepping back and asking a simple question: is this the best position I could be in? Often the answer is no — not because anything is wrong, but because opportunities are being missed.
Sometimes there are quick wins. Sometimes it’s about putting the right structure in place and letting the benefits build over time. Either way, the goal is the same: pay the tax you’re meant to pay, and not a euro more.
If you’ve ever wondered whether things could be set up better, this is usually a good place to start.
If this sounds like your situation, a short conversation is usually the best place to start.
Not every tax issue needs a long engagement or ongoing advice.
You might simply need a return prepared and filed properly — whether that’s income tax, capital gains tax or a one-off situation that’s come up unexpectedly.
Because these jobs are focused and efficient, fees stay reasonable while standards stay high. No overcomplication, no upselling — just getting it right and moving on.
If you want it done properly without it becoming a big project, this tends to suit.
If this sounds like your situation, a short conversation is usually the best place to start.
Selling a property, shares or another asset often comes with a tax bill — but the size of that bill can vary widely depending on how things are handled.
Reliefs, exemptions and timing all matter, and they’re often missed simply because advice comes too late. A short conversation before a sale completes can sometimes make a meaningful difference.
If you’re in the process of selling — or even just thinking about it — it’s usually worth checking where you stand before everything is final.
CGT will be the main tax here, though if you are gifting business assets or non-business assets then CAT will be involved too and the CGT/CAT offset may also be available.
If this sounds like your situation, a short conversation is usually the best place to start.
Tax is complicated. It overlaps with pensions, property, family planning, business and overseas issues. No single advisor can be expert in everything.
This scenario is for people who feel there may be more to their situation than they’ve been told — or who want a second pair of eyes on something important.
That might mean confirming existing advice, explaining options more clearly, or highlighting something that hasn’t been raised before.
If you’ve ever thought I’m not sure anyone has joined all the dots here, that instinct is usually worth listening to.
If this sounds like your situation, a short conversation is usually the best place to start.
Sometimes you just need to sense-check an issue, get technical input on a tricky area, or have someone available to talk through a client situation.
This support is designed to be flexible — from one-off technical help to being available for quick queries when something unusual comes up.
The aim is to support you quietly in the background, so your clients get strong, sound advice and you stay in control of the relationship.
If that sounds useful, it’s usually best handled with a quick, informal discussion first.
If this sounds like your situation, a short conversation is usually the best place to start.
Succession is rarely urgent — until suddenly it is.
Whether you’re passing a business to children, stepping back from a family enterprise, or preparing for the next generation to take over, tax is only one piece of the puzzle — but it’s an important one.
Early planning creates options. Late planning limits them.
If succession is on the horizon, even vaguely, a conversation now can prevent difficult decisions later.
If this sounds like your situation, a short conversation is usually the best place to start.
International tax issues often arise quietly — a pension abroad, a rental property overseas, a period living outside Ireland — and only become obvious when a transaction or inheritance occurs.
Residency rules, reporting obligations and double taxation agreements can all affect the final outcome.
If your affairs span more than one country, it’s usually worth checking how the pieces interact before assumptions turn into surprises.
Your residence and domicile will be important here. There are tax implications depending on where you have lived in the past number of years as well as where you were born or where you would believe is your home.
If this sounds like your situation, a short conversation is usually the best place to start.
Tax often isn’t front of mind when people are making wills or transferring assets — but it can have a real impact on the people you care about.
This scenario covers receiving a gift or inheritance, planning to make one, or reviewing a will with tax in mind.
A small amount of guidance at the right time can reduce future tax and avoid unintended consequences.
If you’re already thinking about these issues, that’s usually the right moment to ask the questions.
If this sounds like your situation, a short conversation is usually the best place to start.
Major care is needed here as the creation of holding companies, use of S586, S587 or S615, can have long-term implications for you and the business.
A restructure will be time consuming and naturally more expensive so I will give you all the pros and cons of what may happen in the short term and the medium term too — so that when you pull the trigger, you’re totally clear about the decision you’re making.
If you’re a sole trader looking to “go limited”, you need to understand that this only makes sense under the right circumstances. Typically, if you need most of the income you’re generating for personal needs, then creating a Limited company structure may be the wrong step for you.
If this sounds like your situation, a short conversation is usually the best place to start.
Whether it's a quick question or a detailed consultation, I'm available to assist you in navigating the complexities of tax legislation.
Alongside tax advisory work, I write and speak regularly on finance, taxation, economics and history — always with an emphasis on clarity and context.
I like to think my approach is light, engaging and practical — designed to inform without overwhelming and to keep even technical topics accessible. I believe we learn better while having a giggle and do my best to speak in a way that makes sense to you, regardless of your journey.
If you’re organising an event and want a speaker who can explain complex ideas clearly and keep an audience wanting to hear more, I’d be delighted to speak with you.
Published 2025. A clear-eyed introduction to finance for those shaping policy.
Co-hosted with Marcus Doyle. All things economy — financial history to enlighten and entertain.
Regular speaker on tax, finance, and economic history at network events and courses.
Unlike general accountants, I focus solely on tax. This specialisation allows me to:
240+ Happy BoxCleverTax Clients
My structured approach is designed to provide clarity, confidence, and tangible results. By partnering with Box Clever Tax, you’re taking a proactive step towards financial efficiency and peace of mind.
One simple conversation could lead to significant savings on your next tax return.